Recurring Invoices

Asset Meters

This guide explains how to manage asset meters, which allow billing based on product or service usage. The article details steps to set up asset meters, capture meter readings, and automate billing through recurring invoices. Asset meters record usage data linked to an asset, facilitating dynamic pricing. Multiple meters can be associated with a single asset, enabling comprehensive billing for services like managed print services. The setup includes configuring meter types, tiered pricing, and integrating meters with the billing system to automate pricing calculations based on usage.

Automating Prices in Recurring Invoices

Automating Quantities in Recurring Invoices

This article provides a guide for automating quantities in recurring invoices through auto-quantity calculation features, which can determine invoice line quantities based on license, user, or asset counts. It details enabling the feature, calculating from software licenses, and criteria considerations like excluding certain users or assets. It also explains options such as setting free quantities and prorating. The guide includes tips for integrating with tools like RMM for asset counting. The feature restricts deleting users/assets but allows marking them inactive.

Calculating Asset Quantities from SQL Query

Creation Periods in Recurring Invoices

This article provides a detailed guide on setting up and managing creation periods in recurring invoices using HaloPSA. It explains the concept of recurring invoices as templates for regular invoice generation and discusses how to configure their schedules. The guide details how to use variables, such as $_PeriodStartDate and $_PeriodEndDate, to display invoice periods. It also provides examples, including advanced scenarios where different billing periods are used for licenses and support services. Key features like setting global defaults and customizing invoice descriptions are also covered.

Custom SQL Query for Licence/Subscription Count on Recurring Invoice Lines

This guide explains how to use custom SQL queries to calculate quantities for recurring invoice lines, such as license or subscription counts, by leveraging data from your database. Instead of using standard entity counts, you can create a SQL query that returns a 'QUANTITY' column. Custom queries, once configured, allow flexibility in how invoice line quantities are computed, and can be selected using the 'Quantity' dropdown in recurring invoices. The article also discusses matching invoice lines to custom table data and provides examples such as billing clients for software installed on their devices.

Licences/Subscriptions Overview

This article provides a comprehensive guide on managing software licences and subscriptions. It explains the distinctions between licences and subscriptions, and details the processes of adding them to customers, linking them to assets, and setting up automatic billing. The guide covers integration with distributors for subscription imports and includes configuration steps for recurring invoice quantities based on licence or subscription counts. Additionally, it outlines viewing change history for tracking modifications, and adding attachments for documents such as terms and conditions or contracts.

Managing a Recurring Invoice's Lines Quantity, Price and Cost for Subscriptions

Merging and Grouping Invoice Lines

This article provides guidance on grouping invoice lines, with options to invoice each ticket separately or merge sales orders and other charges into a single invoice. Depending on the configuration settings in the billing section, labor and project lines can be grouped by ticket and rate, with billable time handled on recurring invoices. Users can enable settings to merge invoices per client, ensuring all relevant charges are consolidated. Separate invoices can be created per ticket or customer when needed, using specific options for labor, tickets, and sales orders.

Meter Billing

The article explains the concept of meter billing, which allows billing customers based on their usage of a product or service. It covers how to configure invoices with meter readings, types of meter readings, such as periodic and continuous, and tiered pricing strategies. The article also describes how to set up and manage meter tiers, log and edit meter readings, and how to import invoice lines as meters using CSV/Excel. Additional features include accounting for contract-covered units and setting minimum meter quantities to ensure minimum revenue.

Populating Invoice Lines from $-Variables

This guide explains how to populate invoice line descriptions using $-variables in different scenarios, such as labor, items issued on tickets, recurring invoices, invoice consignments, sales orders, and pro-rata lines. It details where to configure these descriptions in the billing settings, demonstrating how $-variables are replaced with ticket-specific information in the invoice lines. The article provides instructions for various invoice types, such as labor charges, ticket-issued items, and serialized products in sales orders.

Pro Rata/Pro Rating on Recurring Invoices

This article provides guidance on using pro-rata lines in recurring invoices to account for changes during a billing period. It covers adding and managing pro-rata lines for both manually and automatically updated invoice lines, with settings to invoice immediately if required. It explains how pro-rata affects the line quantities depending on the update method and how to use variables for descriptions. It also touches on merging pro-rata lines and various configuration options to automate pro-rata processes in recurring invoices.

Recurring Billing Profiles (Import Recurring Invoice Lines)

This article explains how to manage Recurring Billing Profiles for importing invoice data into Halo. It details creating billing profiles, mapping spreadsheet columns to corresponding invoice fields, and importing recurring invoice lines. A step-by-step guide outlines configuration of billing profiles in HaloPSA to update invoices, allowing for the addition of new lines if necessary. The article also covers troubleshooting import issues and provides a worked example, illustrating how to use these profiles to efficiently update invoice quantities.

Recurring Bills

Recurring Invoices

This guide explains how to create and manage recurring invoices, describing them as templates used to regularly bill fixed agreement prices or recurring items like software licenses. It outlines steps for selecting customers, setting invoice schedules, and adding products. Recurring invoices, serving as templates, can be cloned for multiple customers with minor edits. The article also discusses tracking changes, dealing with inactive invoices, and setting automatic product quantities based on customer data, such as asset counts. The guide is comprehensive for users managing billing cycles efficiently.

Reviewing Recurring Invoice Lines